Generate and issue fund calls

Purpose

The “Fund calls” screen calculates, for a co-ownership, the share due by each co-owner for the working capital or the reserve fund, either based on a fraction of the “Budget of the year” or based on an amount distributed according to an “Allocation key”.

The call is initially created as a draft, with one line per co-owner, so that you can verify it; nothing is sent before it is issued.

Where to find it

1. Co-ownership
2. Fund calls

Steps

1. Click on “Generate a call”, choose the “Co-ownership” and the “Fund”, and then enter an explicit “Description”.
2. Choose the “Basis”: “Budget of the year”, with the “Share of the budget” (full year, semester, quarter, or month) and the “Budget year”, or “Amount on a key”, with the amount to be distributed.
3. Select the “Allocation key” if necessary, indicate the period and the “Due” date, and then click on “Generate a call”.
4. Check the amount, the “Reference”, and the presence of an email address for each co-owner in the call details.
5. Click on “Issue and send” so that each co-owner receives their call by email, with the PDF detailing the amount, the account, and the “Reference” to be used.

Good to know

• The “Issue and send” action is also available via multiple selection from the list, which allows you to issue several calls in a single operation.
• The “Collected” column in the list indicates the percentage of each call that has already been paid.

Related guides

• Co-ownershipTracking payments and remindersRecord received payments, identify late entries, and send email reminders to co-owners who have not settled their fund call.
• Co-ownershipEstablish the budget and the annual statementEnter the budget and the expenses of the financial year, in order to produce and send the annual statement of each co-owner.
• Co-ownershipDefining lots and allocation keysRecord the lots, their shares and their co-owners, and then define the allocation keys specific to each expense, in order to ensure accurate accounting.
• Co-ownershipOpening the owner portalProvide each owner with a personal link to their calls, payments, statements, meetings, documents, and incident reporting.